LAM Group’s Dimensional International Value ETF DFIV Stock Holding History

LAM Group’s Portfolio DFIV Stock Details DFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.94M	Sell	106,383 -555	-0.5%	-$31.7K	2.99%	10
2026 Q2	$5.78M	Hold	106,938	–	–	2.87%	13
2026 Q1	$5.64M	Buy	106,938 +530	+0.5%	+$28.1K	3.1%	10
2025 Q4	$5.31M	Sell	106,408 -2,025	-2%	-$96.2K	3.04%	9
2025 Q3	$5M	Buy	108,433 +15	+0%	+$671	3.1%	11
2025 Q2	$4.64M	Sell	108,418 -2,075	-2%	-$84.5K	3.1%	11
2025 Q1	$4.35M	Sell	110,493 -1,975	-2%	-$75.4K	3.2%	11
2024 Q4	$3.99M	Buy	112,468 +14,685	+15%	+$539K	2.85%	12
2024 Q3	$3.72M	Sell	97,783 -500	-0.5%	-$18.5K	2.64%	13
2024 Q2	$3.53M	Buy	98,283 +110	+0.1%	+$4.05K	2.98%	11
2024 Q1	$3.61M	Hold	98,173	–	–	2.94%	12
2023 Q4	$3.37M	Sell	98,173 -2,632	-3%	-$85.9K	3.07%	12
2023 Q3	$3.29M	Buy	100,805 +3,050	+3%	+$102K	3.23%	12
2023 Q2	$3.21M	Buy	97,755 +155	+0.2%	+$5.09K	2.99%	12
2023 Q1	$3.15M	Buy	97,600 +4,690	+5%	+$151K	3.08%	13
2022 Q4	$2.82M	Buy	+92,910	New	+$2.7M	2.9%	15

Other funds holding DFIV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

LAM Group's DFIV Position: Q3 2026 in Review

LAM Group reduced its Dimensional International Value ETF (DFIV) stake by 0.52% in Q3 2026, selling an estimated $31.7K and leaving 106,383 shares worth $5.94M. The position accounts for 2.99% of the portfolio, ranked #10.

LAM Group first reported a position in DFIV in Q4 2022 and has held it in 16 quarters since. 410 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

LAM Group held 106,383 shares of Dimensional International Value ETF worth $5.94M as of Q3 2026.
LAM Group sold 555 Dimensional International Value ETF shares in Q3 2026, an estimated $31.7K.
Dimensional International Value ETF made up 2.99% of LAM Group's portfolio in Q3 2026, its #10 holding.
LAM Group first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 16 quarters since.
410 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.